Second Breakfast: Battleships, Golden Dome, Greenland, Kash, Presidential Comedy

What is Trump doing to extended deterrence? I got Polymarket to create a market on whether a US ally will acquire nuclear weapons in 2025. It’s currently trading at 8%. Are we buyers or sellers? To...

30 Huhti 20251h 17min

Rush Doshi (CFR, Biden NSC, author of the excellent The Long Game) and I run through the US-China tale of the tape. The future of America's relationship with its allies may be the key hinge variable f...

26 Huhti 20251h 13min

Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill...

20 Huhti 202550min

Dylan Patel is a man on a mission. We get into how: Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3 Outtro M...

19 Huhti 202534min

Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of ...

15 Huhti 20251h 2min

Doug gives his "we're heading for the end of the dollar-based world order" take. Dylan has no idea what he's talking about when it comes to macro or politics. We fail to arrive at the 2011 Obama-Boeh...

8 Huhti 202549min

Kevin Xu of https://interconnect.substack.com/, Matt Klein of https://theovershoot.co/, and Peter Harrell, Biden's U.S. White House as senior director for international economics in 2021-2022 and host...

7 Huhti 202546min

Tanner Greer of Scholar's Stage and I try to make sense of Liberation Day, the intellectual underpinnings of Trump's team, and what it all means for the world. Tanner's report: https://www.fpri.org/...

5 Huhti 20251h 41min